Help Center
General
Getting Started With ERPCA (19)
Configurations needed for ERPCA Smooth functioning
ERPCA navigation explained
Office Branch Management
Set your home page in ERPCA
Create inward location master to store inward data
User Profile (6)
How to manage/edit user profile?
How to add/import users/team members in ERPCA?
User Profile Management
How To Assign Module Permissions To Users?
How to create new password or reset password for users
Workflow Setup (5)
Workflow Setup For Recurring Services
Edit Workflow Master
Import Workflow Checklist
Import Checklist Guidelines
Tag workflow with customers and users.
Customer Management (9)
How to onboard customer in ERPCA?
How to define customer's compliance information and tag them with services?
How to Filter Customer Data and Fill Up the Incomplete Details
View Customer Profile
How to maintain Customer Document Repository?
Task Management (51)
Quick Overview on ERPCA Taskboard
Import Tasks
Creation of Task
Task Bookmarking
Edit/Delete Tasks
Expense (4)
Recording Expenses-Expense Book & Task Board
Approve / Reject Expense from Taskboard
Voucher Creation And Payment
Approve/Reject Expenses in Bulk-Expense Book
Billing & Receipts (23)
How to create bills for consultation service given to customer?
How to create task-wise bills in ERPCA?
Edit / Delete Bills
Record Payment/Receipt Entry
Billing Register
Inward-Outward Management (5)
Record an Inward Document Entry
Update Progress in Inward Document and Make It Ready to Outward
Download Inward Receipt / Outward Receipt
How to Make Any Outward Entry Without Any Inward Interference
Inward Register
Daysheet (12)
Record Hours Spent on Billable Tasks
Record Hours Spent on Non-Billable Activities
Record Ad-hoc/Consulting Hours in the Daysheet
Daysheet Report
Daysheet Tracker Report
Leave & Holiday Management (7)
New Leave Application
Accept / Reject Leave Application
Leave Register
Manage Holidays
Leave Cancellation/Withdrawal Application
Reports (29)
Get the Report of All the Tasks Executed During the Period
GET USERWISE ANALYSIS OF TIME SPENT-DAYSHEET
GET CUSTOMER GROUP WISE FINANCIAL REPORT
INVOICE SUMMARY REPORT
GET DETAILED ANALYSIS ON BILLING DONE
ERPCA Mobile Application (6)
What are different login methods in ERPCA Mobile app?
Mark Your Attendance
Task Calendar View
Create New Task in Mobile App
View Task Details like Notes, Hours Spent, etc.
To-Do Management (3)
Create and assign to-do to team members
How to mark to-do completed in mobile app?
Edit / Delete To-do
FAQ (2)
How Does ERPCA Function?
Questionaire
Dashboard (3)
Quick Tour to All the Dashboard Widgets
Know Year-Wise Business Data
Get the List of All Active/Overdue/Closed Tasks
Reminder / Follow-up / Updates (5)
Send Mails to customer for Important Updates and Follow Up
How to Setup SMTP for outgoing emails in ERPCA?
How to configure outgoing SMTP for different companies?
Send Reminders to customers
Send reminders through mail to customers for outstanding bills
Attendance (3)
Mark Attendance
View Attendance Records
Attendance Reports
Review Board (2)
How to Submit Task for Review/Review Process
Process to Review a Specific Task
Integration (1)
How to integrate with Whats App?
Actionable Insights (1)
Actionable Insight
Service Request (1)
Service Request